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Mount Yale Investment Advisors, LLC
|
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Janus Henderson Group Plc
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
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|
Ameritas Advisory Services, LLC
|
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PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
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|
Pekin Hardy Strauss, Inc.
|
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CIBC Private Wealth Group, LLC
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
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|
Riverview Trust Co
|
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Livelsberger Financial Advisory
|
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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Global Retirement Partners, LLC
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Boston Trust Walden Corp
|
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Nbt Bank N A /ny
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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|
Principal Securities, Inc.
|
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|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
BlackRock, Inc.
|
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Farmers & Merchants Investments Inc
|
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HFM Investment Advisors, LLC
|
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Hartland & Co., LLC
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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State of Alaska, Department of Revenue
|
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|
Pacific Center for Financial Services
|
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Marshall Wace, Llp
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
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|
Squarepoint Ops LLC
|
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|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
|
|
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|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
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|
State Street Corp
|
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|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
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Quarry LP
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Jfs Wealth Advisors, Llc
|
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New Mexico Educational Retirement Board
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
SG Americas Securities, LLC
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Renaissance Technologies Llc
|
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Patriot Financial Group Insurance Agency, LLC
|
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Teacher Retirement System Of Texas
|
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Pictet Asset Management Holding SA
|
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Graham Capital Management, L.P.
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Bard Financial Services, Inc.
|
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Orion Portfolio Solutions, LLC
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Atlantic Trust, LLC
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
TFC Financial Management
|
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Deutsche Bank Ag\
|
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
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Acas, Llc
|
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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|
Whipplewood Advisors, LLC
|
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Trust Co Of Vermont
|
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Wolff Wiese Magana Llc
|
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|
Virginia Retirement Systems Et Al
|
|
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|
DiNuzzo Private Wealth, Inc.
|
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Marotta Asset Management
|
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Oregon Public Employees Retirement Fund
|
|
|
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|
|
Neuberger Berman Group LLC
|
|
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|
|
|
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
|
|
|
|
|
|
PSCD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Discretionary ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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|
Oakworth Capital, Inc.
|
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|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
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|
Point72 Hong Kong Ltd
|
|
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|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Aristeia Capital Llc
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
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Skopos Labs, Inc.
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Financial Advisory Partners, Llc
|
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|
Public Employees Retirement System Of Ohio
|
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|
California State Teachers Retirement System
|
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|
Swiss National Bank
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
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|
Ronald Blue Trust, Inc.
|
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|
Mariner, LLC
|
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Qsemble Capital Management, LP
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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MASMX - MADISON FUNDS - Madison Small Cap Fund Small Cap Fund Class A
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Blair William & Co/il
|
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Sona Asset Management (us) Llc
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Neo Ivy Capital Management
|
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|
Jones Financial Companies Lllp
|
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Russell Investments Group, Ltd.
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
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|
Kozak & Associates, Inc.
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Quantinno Capital Management LP
|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
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JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
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Ubs Oconnor Llc
|
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DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Asset Management One Co., Ltd.
|
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|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
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|
Gotham Asset Management, LLC
|
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FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
|
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ArrowMark Colorado Holdings LLC
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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|
Pnc Financial Services Group, Inc.
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
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|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Charles Schwab Investment Management Inc
|
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|
Bokf, Na
|
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Kilter Group LLC
|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
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Ai Financial Services Llc
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
FNY Investment Advisers, LLC
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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Private Advisory Group LLC
|
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|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
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|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
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|
Massachusetts Financial Services Co /ma/
|
|
|
|
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|
Future Financial Wealth Managment LLC
|
|
|
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|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
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|
RBB FUND, INC. - Adara Smaller Companies Fund
|
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Ieq Capital, Llc
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Mcdonald Partners Llc
|
|
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|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
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|
Scientech Research LLC
|
|
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|
Bank of Jackson Hole Trust
|
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|
Geode Capital Management, Llc
|
|
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|
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|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
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|
Norden Group Llc
|
|
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|
Sepio Capital, LP
|
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|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
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|
Atticus Wealth Management, Llc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Formula Growth Ltd
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Scion Asset Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
K2 Principal Fund, L.p.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
KGDAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS Global Small Cap Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Gladstone Institutional Advisory LLC
|
|
|
|
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|
Harbour Investments, Inc.
|
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|
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|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
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|
Tudor Investment Corp Et Al
|
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|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
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|
J.w. Cole Advisors, Inc.
|
|
|
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Us Bancorp \de\
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
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|
|
Nisa Investment Advisors, Llc
|
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|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
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|
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
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|
Principal Financial Group Inc
|
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|
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|
Axa S.a.
|
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|
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BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
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|
|
Commerce Bank
|
|
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|
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|
Compass Wealth Management LLC
|
|
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|
Financial Perspectives, Inc
|
|
|
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TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
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|
CX Institutional
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
|
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|
Bridgefront Capital, LLC
|
|
|
|
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JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
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|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
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|
Parallel Advisors, LLC
|
|
|
|
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|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
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|
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|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
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|
Keebeck Alpha, LP
|
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|
SVPIX - Profunds - Small-cap Value Profund Investor Class
|
|
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|
Oxford Asset Management Llp
|
|
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DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
|
|
|
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|
Hemington Wealth Management
|
|
|
|
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|
HighTower Advisors, LLC
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
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|
Ameriprise Financial Inc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
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|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
|
|
|
|
|
|
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
QSM Asset Management Ltd
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
KLXY - Krane Shares Trust - KraneShares Global Luxury Index ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
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DekaBank Deutsche Girozentrale
|
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Larson Financial Group LLC
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Hantz Financial Services, Inc.
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New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
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HB Wealth Management, LLC
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Klp Kapitalforvaltning As
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American Capital Advisory, LLC
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China Universal Asset Management Co., Ltd.
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Pflug Koory, LLC
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Cerity Partners LLC
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Parkworth Wealth Management, Inc.
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Clear Street Markets Llc
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Rit Capital Partners Plc
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
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Cape Investment Advisory, Inc.
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HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Summit Trail Advisors, Llc
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AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
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Nomura Holdings Inc
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Toth Financial Advisory Corp
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
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Nebula Research & Development LLC
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SWAN Capital LLC
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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Arizona State Retirement System
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Ci Investments Inc.
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MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class
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Lancaster Investment Management
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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Xponance, Inc.
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New York State Teachers Retirement System
|
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Massmutual Trust Co Fsb/adv
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Brinker Capital Investments, LLC
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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Citadel Advisors Llc
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Collar Capital Management, LLC
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S&t Bank/pa
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State Of Wisconsin Investment Board
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Beacon Pointe Advisors, LLC
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Texas Permanent School Fund
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Balyasny Asset Management Llc
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Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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Dodge & Cox
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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BRYN MAWR TRUST Co
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American Trust Investment Advisors, LLC
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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Bnp Paribas Arbitrage, Sa
|
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Harvest Fund Management Co., Ltd
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Assetmark, Inc
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Rexford Capital Inc
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Fmr Llc
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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Robeco Institutional Asset Management B.V.
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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Northwestern Mutual Wealth Management Co
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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Caitong International Asset Management Co., Ltd
|
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Colonial Trust Advisors
|
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APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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IFP Advisors, Inc
|
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ExodusPoint Capital Management, LP
|
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SRS Capital Advisors, Inc.
|
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Sunbelt Securities, Inc.
|
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Police & Firemen's Retirement System of New Jersey
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
|
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|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
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|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
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EVNT - AltShares Trust - AltShares Event-Driven ETF
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
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BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
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|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
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|
MetLife Investment Management, LLC
|
|
|
|
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|
Kestra Advisory Services, LLC
|
|
|
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|
|
True Wealth Design, LLC
|
|
|
|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
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|
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|
|
Stephens Inc /ar/
|
|
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|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
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|
|
HAP Trading, LLC
|
|
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|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Engaged Capital LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
